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Sales
Discussion List
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Not Able to Update Manager - HRManagerEmailAddress via API after 24D Update?Not Able to Update Manager in Resource Attribute HRManagerEmailAddress via REST API(crmRestApi) after Oracle Update 24D? before we can update the said Attribute: /crmRes… -
Official release to migrate to Redwood SalesSummary: When do we officially have to migrate to Redwood Sales? Release? Date? Content (please ensure you mask any confidential information): Version (include the versi…
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Create DCL on Opportunity from Custom ObjectSummary: We have a custom text field on a custom object called Premise. We would like to create a DCL on the Opportunity object where the user could select values from t…
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How many maximum addresses can be stored/displayed under one contactSummary: What is maximum number of addresses that we can store under one contact and how until how many addresses can be displayed under one contact in CX Sales. When tr…
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Unable to add Team Members in Opportunity from redwood UII am trying to add Team members in Opportunity from redwood screen, but unable to add as users are not visible in the LOV Upon inspect found issue with below API For the…
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Change PersonName configuration to include Second Last NameThe current configuration for the standard field PersonName is a concatenation of title, first, middle, last, and suffix names. Is it possible to also include Second Las…
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access group Object rule previous records Oracle Sales CloudSummary: Hello! We have created custom access groups for sales leads and opportunities. We have created the object rule for each entity. We noticed that the rules are no…
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Object workflow is not triggering immediatelySummary: Hi, i have a requirement to send massive email for email campaigns. I'm using an application composer's custom object and object workflow to achieve this. I con…
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[Data Security Policy] Can a new primary key for data set be created?Hi. Customer requires a role to give access to data of specific participants. Exploring Data Security Policies I found the screen attached. If we could set the Primary K…
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How to alphabetical order the list of values at the moment to cancel sales order line?When I try to cancel sales order line I can see the list of values without order in the field "Cancellation Reason". How to alphabetical order the list of values in this…
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How can assign the lead to the owner auto depends on the rule based assignmentHow can assign the lead to the owner auto depends on the rule based assignment and need to do that for some leads depends on not all the rule will have to achieve this n… -
How to bulk import salespersons?Summary: We've requirement to bulk upload salesperson Content (please ensure you mask any confidential information): We've requirement to bulk upload salesperson Version…
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Redwood-How to add mashup url in field in visual builder in redwood.Summary: By referring the below video, we are able to add mashup url in subview container layout. Video: Mashups — Cloud Customer Connect Now, we want to pass mashup url…
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Redwood-Entire list is not fitting in the subView layouts in 100% zoom percentage of browser window.Summary: Hi team, We are facing difficulty to see entire list of records in subview layout objects with 100%zoom percentage of browser. Could you please help us to fit e…
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Displaying Multiple Scoring Gauges in Lead Qualification Template in Oracle CX SalesHello Oracle Community, I have a requirement for my client regarding the Lead Qualification Template in Oracle CX Sales. Requirement: Scoring Gauges: Showcase five diffe…
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Is there any way to sort child object data using groovy?Summary: We have requirement to sort the child object records data based on custom field using groovy script and send that data to another system. Currently system is fe… -
Why isn't my dynamic choice list custom field showing in my Outlook add-in?I created a custom field in Sales (Dynamics 365) with a dynamic choice list, but it's not appearing in my Outlook add-in. I've checked that the field is properly configu…
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Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple… -
Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series
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Do we have any documentation that details features released in 25B for CxSummary: Documentation or datasheet to list the 25B Features. Specifically when asked to move from Classic UI to Redwood UI. We are currently using CX Sales & Service. C…
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Redwood:-How to change header name in the Edit page of Asset objectSummary: In the details page of Asset object ,Product name(Federal Bank Product) is coming in the Header name . So we want to change the header name from Product name to…
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How to add scroll bar to a custom sub view in redwood sales?I’m currently working with Redwood Sales and am trying to implement a custom sub view. I need to ensure that when the content inside this sub view exceeds a certain heig…
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Invoices / Quotes and Orders panels are empty in Next Gen UISummary: Invoice panel and Quotes & Orders panel in Next Gen UI are empty for Salesperson and Sales Manager roles. Content (please ensure you mask any confidential infor…
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Integration with ZoomInfo?Summary: Are there any plans for an integration with ZoomInfo like the one for Salesforce Content (required): There is an integration with Salesforce and Zoominfo and I …
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Redwood - All Smart Actions generating error - Error Response during RestActionSummary: Clicking on any Smart Actions within App Composer generates error: Error response during RestAction We believe this issue started as a result of the implementat…
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Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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Products are not visible in the UI when using other languages.Summary: In the Opportunities menu, when a customer selects a product from the sales catalog, they can add products if the session is in English. However, if the session…
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Privileges or Duty Role for Trading Community Person Lookup and Contact Lookup.Which Privileges or Duty role is assigned for Manage Trading Community Person Lookup, Manage Contact Lookup and Manage Source System Entities?
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Oracle Customer address validation in Customer master UI SAASSummary: We have subscribed to DAAS Service for customer address validation and enabled address validation button as per Doc ID 1347118.1 However it was throwing same er…
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Redwood-Search option is missing in global searchSummary: Hi team, Search option(box) is getting vanished on global search screen in redwood UI. In global search screen if we click on "Edit" action of any record and ca…